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Client Letter:
Outlook 2015

December 8, 2014 - As we look ahead to 2015, we see a year that will be marked by transitions. Likely changes in monetary policy around the world, the return of volatility, and the recent shift in the political balance of Congress could mean 2015 is a year that will have the global economy, markets, and central banks all on the move.

Significant elements that will be in transit in 2015 include: ...

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Wat Keys Helps Sponsor JDRF Event ...

November 2014 - World Diabetes Day is a day to stand with the community of people and organizations who are affected by and concerned about the rising incidents of all types of diabetes. Our “401k Geek”, Wat Keys, and his family have been fans and supporters of JDRF since his son Ben was diagnosed with type 1 diabetes at age 4. Ben is 14 now, and is finishing up his 10th year of sponsoring a family team at the local JDRF walk in Raleigh each fall. The JDRF works hard every day to make progress to better treat, prevent, and eventually cure T1D.

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Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

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